Listed companies on the new track of hydrogen energy accelerate their entry into the game

Original source: Economic Information Daily

Recently, stimulated by news that Beijing, Shanghai, Guangdong, Hebei, Henan and other places are planned to be included in fuel cell vehicle demonstration application city clusters, fuel cells have become another new energy concept that has attracted the attention of the capital market after lithium batteries.

Hydrogen energy and fuel cell concepts are active

Since the news that photovoltaic giant Longji shares announced its entry into the hydrogen energy industry on April 5, the A-share hydrogen energy sector has been popular for many consecutive days last week.

Among individual stocks, Snowman shares, Meijin Energy, and Lihu shares had their daily limit on the day, while Furui Special Equipment, Vision shares, Hongda Industrial, and Power Source rose more than 5%.

On the news, the Ministry of Finance and many other departments recently issued a notice to include Beijing, Shanghai, Guangdong, Hebei, Henan and other places in the fuel cell vehicle demonstration application city cluster.

The hydrogen energy industry chain covers the hydrogen energy and fuel cell ends.

As the list of fuel cell vehicle demonstration applications is released one after another, the development of the fuel cell industry will enter a new level.

The rapid increase in the layout of listed hydrogen energy companies

According to the "China Hydrogen Energy and Fuel Cell Industry White Paper" released by the China Hydrogen Energy Alliance, it is estimated that by 2025, the output value of China's hydrogen energy industry will reach 1 trillion yuan; by 2030, China's hydrogen demand will reach 35 million tons.

    There has been a boom in the hydrogen energy industry in the sensitive capital market.

    Among them, the photovoltaic giant's Longji shares vigorously deploy hydrogen energy, which further shows that the leading enterprises are optimistic about the prospect of hydrogen energy.

    In the field of traditional energy, large central enterprises such as PetroChina and Sinopec have developed the hydrogen energy industry across borders.

    CITIC Securities pointed out that hydrogen energy will gradually enter the energy stage, and will have abundant applications in the fields of traditional high-energy-consuming industrial technology innovation, transportation, energy storage, and construction in the future.